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Columbia Greater China Inst LNGZX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 31.97  /  +1.30 %
  • Total Assets 68.7 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category China Region
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.70%
  • Turnover 61%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis LNGZX

Will LNGZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Columbia Greater China Inst's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings LNGZX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 51.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tencent Holdings Ltd

13.95 9.1 Mil
Communication Services

Alibaba Group Holding Ltd Ordinary Shares

7.73 5.1 Mil
Consumer Cyclical

PDD Holdings Inc ADR

7.20 4.7 Mil
Consumer Cyclical

Kweichow Moutai Co Ltd Class A

3.76 2.5 Mil
Consumer Defensive

Columbia Short-Term Cash

3.48 2.3 Mil
Cash and Equivalents

Baidu Inc

3.47 2.3 Mil
Communication Services

Trip.com Group Ltd ADR

3.47 2.3 Mil
Consumer Cyclical

China Construction Bank Corp Class H

3.39 2.2 Mil
Financial Services

Meituan Class B

3.06 2.0 Mil
Consumer Cyclical

AIA Group Ltd

3.03 2.0 Mil
Financial Services